Jones Financial Companies
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Jones Financial Companies’s Western Digital WDC Stock Holding History

Jones Financial Companies’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$140M Buy
238,507
+26,019
+12% +$12.7M 0.06% 181
2026
Q1 		$58.5M Buy
212,488
+197,897
+1,356% +$51.7M 0.03% 303
2025
Q4 		$2.51M Buy
14,591
+8,690
+147% +$1.32M ﹤0.01% 865
2025
Q3 		$632K Buy
5,901
+1,736
+42% +$142K ﹤0.01% 1299
2025
Q2 		$264K Buy
4,165
+2,102
+102% +$100K ﹤0.01% 1545
2025
Q1 		$83.8K Sell
2,063
-59
-3% -$2.8K ﹤0.01% 1857
2024
Q4 		$95.6K Buy
2,122
+900
+74% +$45.2K ﹤0.01% 1638
2024
Q3 		$64.1K Buy
1,222
+1,156
+1,752% +$58.4K ﹤0.01% 1551
2024
Q2 		$3.79K Buy
+66
New +$3.66K ﹤0.01% 2007
2023
Q1 		– Sell
-37
Closed -$1K – 790
2022
Q4 		$1K Buy
+37
New +$976 ﹤0.01% 718
2022
Q3 		– Sell
-165
Closed -$6K – 745
2022
Q2 		$6K Hold
165
– – ﹤0.01% 537
2022
Q1 		$6K Hold
165
– – ﹤0.01% 570
2021
Q4 		$8K Hold
165
– – ﹤0.01% 591
2021
Q3 		$7K Sell
165
-27
-14% -$1.28K ﹤0.01% 551
2021
Q2 		$10K Hold
192
– – ﹤0.01% 474
2021
Q1 		$10K Sell
192
-13
-6% -$608 ﹤0.01% 539
2020
Q4 		$9K Buy
+205
New +$6.81K ﹤0.01% 447

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies's WDC Position: Q2 2026 in Review

Jones Financial Companies increased its Western Digital (WDC) stake by 12% in Q2 2026, buying an estimated $12.7M and bringing the position to 238,507 shares worth $140M. The position accounts for 0.06% of the portfolio, ranked #181.

Jones Financial Companies first reported a position in WDC in Q4 2020 and has held it in 17 quarters since. 1,835 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Jones Financial Companies held 238,507 shares of Western Digital worth $140M as of Q2 2026.
  • Jones Financial Companies bought 26,019 Western Digital shares in Q2 2026, an estimated $12.7M.
  • Western Digital made up 0.06% of Jones Financial Companies's portfolio in Q2 2026, its #181 holding.
  • Jones Financial Companies first reported a position in Western Digital in Q4 2020 and has held it in 17 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.